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Copyright Oracle Corporation, 2002. All rights reserved.

Requisitions

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1-2 Copyright Oracle Corporation, 2002. All rights reserved.

Procure to Pay Lifecycle

Requisitions

Purchase

Orders

Receiving

Reporting

Invoice/

Payment

Supplier

Performance

Supplier

management

RFQs/

Quotations

CatalogContent

Management

Sourcing

Ordering

Analysis

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Objectives

After completing this module you should be able to do

the following:

Create purchase requisitions

Identify key reports Understand setup options

Understand additional implementation

considerations

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Agenda

Understand the requisition process

Enter requisitions

Use the supplier item catalog

Identify key standard reports Understand setup options

Understand additional implementation considerations

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Where Purchase Requisitions Fit

Import/reschedule

requisitions

Approval

Inventory WIP MRP

Demand

Requisition

Requisition

pool

Order MgmtInternal

sales order

Manually

create

Order

Mgmt

PO

Other

Systems

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Requisition Lifecycle

No

Submit for Approval

In Process

Approve?

Approved

Requisition Pool

RejectedReturn

Pre-Approved

Approve?

Yes

No

Yes

Cancelled

Purchase

Order

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7/331-7 Copyright Oracle Corporation, 2002. All rights reserved.

Send Notifications

Your requisition

was rejected!

Your requisition

Needs re-approval!

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Agenda


Enter requisitions




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HEADER

LINE 1

DISTRIBUTION

LINE 2

DISTRIBUTION

Requisition Structure

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Requisition Header

Requisition number

Requisition type

Description

Preparer Status

Requisition Amount

Attachments

HEADER

LINE

DISTRIBUTION

Purchase Requisition

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Requisition Line

Line Type

Item

Category

Description Quantity

Unit of Measure

Price

Need-by Date Tax Code

HEADER

LINE

DISTRIBUTION


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Requisition Line

Destination Type

Requestor

Organization

Location Source Type

Attachments

HEADER

LINE

DISTRIBUTION


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Agenda


Enter requisitions




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Supplier Item Catalog

View the Supplier Item Catalog to:

Add lines to an existing requisition

Add items to a new requisition

View purchase and price history Quantity

Charge Account

Project Information

Createrequisitions lines

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Using the Supplier Item Catalog

Access from menu or

from requisition

Find for items by entering

search criteria

View results in the four

tabbed regions.

Place lines onto the

Order Pad.

Select Order Pad lines toadd to requisition.

Requisition Line

Search



Negotiated Sources

Prior Purchases

Sourcing Rules

Requisition Templates

Order Pad

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Requisition Distribution

Quantity

Charge account

Project information

HEADER

LINE

DISTRIBUTION


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01-510-000-1698

01-510-200-8596

75%

25%Copier Paper

Item Account Distribution

Allocating Costs to Multiple Charge

Accounts

You can allocate the cost of a line item to different

charge accounts.

You can do this by percent, quantity or amount.

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Submitting Requisitions for Approval

Route requisitions according to approval structure.

Uses predefined or customized workflows in

Workflow.

Authorization limits can be set by amount, chargeaccount, item category and location.

Resubmit a rejected requisition.

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Approving Requisitions

Review and approve or reject requisitions on-line.

Forward requisitions to an alternate approver.

Update requisitions before approving them.

Approve requisition by Workflow Notification Viewer

Notifications web page

Responding to a notification e-mail

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Requisition Templates

Use requisition templates to simplify the process

of requisitioning frequently requested items.

Consists of items, pricing and

sourcing information.

Requisition template Requisitions

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Requisition Actions

You can also do the following with requisitions:

Update requisitions

Cancel/Final close requisitions

View status and action history of requisitions Print requisitions

Review requisition assignments and

assign/reassign requisitions to buyers

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Agenda


Enter requisitions




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Reports

Requisition Activity Register

Purchase Requisition Status

Buyers Requisition Action Required

Cancelled Requisitions Report

Printed Requisitions Report

ReqExpress Templates Listing

Requisition Distribution Detail Report

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Agenda


Enter requisitions




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Purchasing Options

Enforce Full

Lot Quantity

DisplayDisposition

Messages

Notify if

Blanket PO

Exists

Requisition Import

Group By

Line Type

Price Type

RFQ Required

Order Type

Order Source

Control Default Internal Req.

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Purchasing Options

Control Default Numbering

Entry

Type

Number

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Lookup Codes

Price Type

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Profile Options

PO: Default Supplier Item Catalog Option

PO: Legal Requisition Type

PO: Use P-Cards in Purchasing

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Agenda


Enter requisitions




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Additional Implementation Considerations

Who can create them?

What suppliers will source them?

Requisition templates

Supplier catalogs Who needs to approve them?

Can they be internally sourced?

Requisitions

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Additional Implementation Considerations

Requisition sources

Requisition usage

Requisition conversion

Data mapping Interface processing

Integration issues

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Summary

You should now be able to do the following:

Create purchase requisitions

Identify key reports

Understand setup options Understand additional implementation

considerations

Documents

EDUP2P07